Create Your Firm
Sign up at audexon.com and create your account. On the onboarding screen, choose "Create a firm", enter your firm name and the access code we sent you.
Invite Your Team
Go to the Team page from the sidebar. Enter your colleague's email and choose their role.
| Role | What they do |
|---|---|
| Partner | Creates engagements, final sign-off, closes files |
| Supervisor | Reviews work, first-level approval, returns to preparer |
| Preparer | Performs procedures, adds documents and findings, submits for review |
Prepare Your Shared Folder
Before creating an engagement, set up a shared folder where your team will store all audit documents. You can use OneDrive, Google Drive, or any cloud storage your firm already uses.
- Open your cloud storage and create a new folder (e.g. "ABC Corp 2025")
- Share the folder with all team members
- Copy the folder link — you will need it in the next step
Create an Engagement
From the Dashboard, click "New Engagement". Enter the client name, year-end date, and paste the shared folder link you prepared in Step 3.
Upload the Trial Balance
Inside the engagement, go to the Trial Balance tab and upload your TB from Excel or CSV. Map the columns (Account Code, Balance, Classification) and import.
- Choose a version label: Interim or Final
- Your TB classifications will be used to create sections
- You can upload a new version later without losing previous data
Create Sections
Click "New Section" to create audit sections (e.g. Cash & Bank, Accounts Receivable). For each section:
- Pick the TB classification tags it covers
- Choose assertions (Existence, Completeness, etc.)
- Select Interim or Final phase
- Assign it to a team member
Add Audit Procedures
Inside each section, add procedures one-by-one or upload from Excel (click "Upload from Excel" and use the template).
- The preparer opens each procedure, describes what they did, and links working papers
- Mark procedures as done when complete
- Add findings if issues are discovered
Review & Sign-Off
The workflow follows three levels:
- Preparer completes work and clicks "Send to Supervisor for Review"
- Supervisor reviews, adds review comments, then approves or returns
- Partner gives final approval or returns to supervisor
Close & Export
Once all final sections are approved:
- Click "Close Engagement" from the engagement page
- If there are open findings, you'll be asked to categorize each one
- Click "Export PDF" to generate the audit file for filing
- Use the phase filter to export Interim only, Final only, or All